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8月15日周六
  1. IT之家·人工智能66

    英伟达联手六大金融机构建立 5000 亿美元 AI 融资平台,黄仁勋称部分项目可获最高 25% 残值支持

    英伟达宣布与阿波罗、贝莱德、黑石、布鲁克菲尔德、高盛和 KKR 合作建立独立融资平台,计划调动超 5000 亿美元第三方资本用于 AI 基础设施建设。黄仁勋表示,公司可能针对部分 AI 基础设施投资项目提供最高 25% 的残值支持,以降低金融机构对 GPU 等设备未来价值下降的担忧。该机制以资产残值为基础,旨在补充而非取代金融机构自身的风险评估。

  2. IT之家·人工智能46

    群联谈存储短缺:NAND 新增产能最快需 4 年,供应紧张或持续多年

    群联电子董事长潘健成在财报会上表示,NAND 闪存新扩建产能从投资到量产最快需 4 年,供需吃紧局面可能延续多年,且即便价格上涨也不会大量出售库存。2026 年第二季度群联合并营收达 678.88 亿元新台币,环比增长 65.7%,同比增长 279.5%,毛利率攀升至 65.3% 创历史新高。潘健成认为 AI 时代生成式 AI 与 AI Agent 数据量增加,正推动存储需求转向长期结构性增长。

  3. The Decoder:AI News56

    原告在法庭文件中隐藏不可见AI指令,试图暗中影响自动化审查

    康涅狄格州一名自辩原告Matthew Elliott在法庭文件中嵌入提示词注入,用白底白色3号字写下指令,人眼不可见但AI可读取,要求系统按提交文件输出并将先前书记员的驳回视为错误。法院因异常空白发现该行为,法官Walter Spader Jr.在14页裁决中将其比作与陪审员秘密沟通,并取消其电子提交权限。法官同时明确欢迎用AI准备文件,但警告语言模型可能强化错误法律推理。

  4. Unsloth AI54

    Unsloth 上传 Qwen3.8-27B 的 Unsloth Dynamic GGUF 和 NVFP4 量化,称其可通过 4-bit 量化在 17GB RAM 上本地运行。

    引用Unsloth AI@UnslothAI

    Qwen3.8-27B can now be run locally! ✨ Run on 17GB RAM via Unsloth Dynamic GGUFs. Qwen3.8-27B is by far the strongest model for its size. We also uploaded NVFP4 quants. GGUF: https://huggingface.co/unsloth/Qwen3.8-27B-GGUF Guide: https://unsloth.ai/docs/models/qwen3.8

  5. Qwen54

    顶级智能,一次 API 调用即可获得。Qwen3.8-2.4T-A95B 现已上线 DeepInfra,随时支持你的创意构建。🥳 快来 DeepInfra 深入了解吧!@DeepInfra

    引用DeepInfra@DeepInfra

    New on DeepInfra: Qwen3.8-2.4T-A95B 🚀 @Alibaba_Qwen's latest sparse MoE — 2.4T total params, 95B active, 512 experts. Built for coding, agentic workflows, and complex reasoning, with native 262K context. Live now at $2.00/M in · $6.00/M out · $0.20/M cached @Alibaba_Qwen @alibaba_cloud

  6. Qwen40

    27B 模型仅需 17GB 内存。准备好创造不可思议的东西了吗?😎 感谢 @UnslothAI 的推荐! [引用 @UnslothAI]:Qwen3.8-27B 现已支持本地运行!✨ 通过 Unsloth Dynamic GGUFs 在 17GB 内存上运行。 Qwen3.8-27B 是目前同尺寸下最强的模型。我们还上传了 NVFP4 量化版本。 GGUF:https://huggingface.co/unsloth/Qwen3.8-27B-GGUF 指南:https://unsloth.ai/docs/models/qwen3.8

    引用Unsloth AI@UnslothAI

    Qwen3.8-27B can now be run locally! ✨ Run on 17GB RAM via Unsloth Dynamic GGUFs. Qwen3.8-27B is by far the strongest model for its size. We also uploaded NVFP4 quants. GGUF: https://huggingface.co/unsloth/Qwen3.8-27B-GGUF Guide: https://unsloth.ai/docs/models/qwen3.8

8月14日周五
  1. Qwen59

    Qwen3.8-Max 将于 Day 0 登陆 Nebius Token Factory。很高兴与 Nebius 作为 Day 0 首发合作伙伴携手启动,为更多用户带来专属推理服务。大模型,从一开始就火力全开。🔥@nebiustf

    引用Nebius Token Factory@nebiustf

    Qwen3.8-2.4T-A95B is going open weight: 2.4T parameters, with 95B active, and Nebius Token Factory is joining as a Day 0 launch partner. Qwen3.8-2.4T-A95B is coming to Nebius Token Factory Managed Services for dedicated inference. @Alibaba_Qwen @alibaba_cloud

  2. Qwen42

    Qwen 3.8-Max 已在 Modal 上线,拥有完整 1M 上下文窗口,并配备自定义 DFlash 投机解码器。很高兴看到我们的首发合作伙伴 Modal 从第一天起就全力投入!⚡️ 2.4T 参数。1M 上下文。而且,依然只需一次 Modal 调用即可使用。@modal

    引用Modal@modal

    Qwen3.8-2.4T-A95B by @Alibaba_Qwen and @alibaba_cloud is now available on Modal. Served with a custom DFlash speculator trained on tool-call-heavy data. Full 1M context window.

  3. Qwen47

    Qwen3.8-Max已在DigitalOcean Serverless Inference上线。与DigitalOcean作为Day 0发布合作伙伴同步推出。大模型,平稳运行。现已登陆DigitalOcean。🌊🏄‍♀️ @digitalocean

    引用DigitalOcean@digitalocean

    Now available: @Alibaba_Qwen 3.8-2.4T-A95B from @alibaba_cloud on DigitalOcean Serverless Inference via NVIDIA HGX™ B300 GPUs. 🤖 1M context, built for long-horizon coding. 🔗 https://do.co/45VBAyZ One API, usage-based pricing, no infra to manage.

  4. Qwen45

    通义千问发布 Qwen3.8-27B,采用与 2.4T 旗舰相同的混合骨干架构,但为稠密而非 MoE,单张 Blackwell GPU 即可运行。原生 262K 上下文可扩展至 1M,GB300 上可同时处理 6 条全长序列;MTP 草稿头内置于检查点,短提示词接受率 BF16 达 92.2%、FP8 达 84.8%。

    引用vLLM@vllm_project

    🎉 Qwen3.8-27B is here from @Alibaba_Qwen, and the whole thing fits on a single GPU. Same hybrid backbone as the 2.4T flagship, dense instead of MoE. Day-0 support in vLLM. 🚀 What is in it for serving ✨ - Fits one Blackwell GPU in every precision. Qwen ships BF16 and FP8, the NVFP4 build from @inferact - 262K native context, stretching to 1M. At that length one GB300 still has room for roughly 6.6M KV tokens. Six full-length sequences in flight, on one GPU - An MTP draft head rides inside the checkpoint, so speculative decoding needs no separate speculator repo. Acceptance on short prompts measured 92.2% in BF16 and 84.8% in FP8 Verified end-to-end on @NVIDIA GB300: BF16 and FP8 at TP4, NVFP4 at TP1, tool calls working, correct generations at 1M context. Two prerequisites, vLLM nightly and transformers 5.8.0+. 🔗 http://recipes.vllm.ai/Qwen/Qwen3.8-27B

  5. TechCrunch:AI46

    Kog 如何从传统 GPU 中榨取更多推理性能

    法国初创公司 Kog 正押注通过软件优化从企业现有的标准数据中心 GPU(如 AMD MI300X 和 NVIDIA H200)中挖掘更多推理性能,其演示实现了每秒 3,000 token 的推理速度,并承诺“30 倍更快的 LLM 推理”。基于早期反馈,Kog 预计软件工程将是首个应用场景,并计划在 9 月前以 10 倍速度运行首个大模型,以推动 A 轮融资。

  6. a16z:News44

    a16z 图表:Neocloud 增长远超早期云巨头,但成本高企

    a16z 图表显示,由加密矿场转型的 neocloud 公司增速远超早期云巨头,CoreWeave 约 25 个季度即达 AWS 第 40 个季度时的 26 亿美元季度营收。但巨额 Capex 及超营收半数的芯片折旧与利息支出下,其股价一年跌约 16%。另 Atlassian 云业务同比增长 31%,AI 助手 Rovo 用户支出增速接近非用户两倍。

  7. The Decoder:AI News54

    GPT-5.6 Sol 推出 Ultrafast 模式,推理速度提升 14 倍,由 Cerebras 提供支持

    OpenAI 预览 GPT-5.6 Sol 的 Ultrafast 模式,输出速度最高达每秒 750 token,较此前提升 14 倍,加速由 Cerebras 提供支持,双方今年早些时候签署了百亿美元合作协议。该服务初期仅通过 OpenAI API 向特定客户开放,OpenAI 计划随算力增长逐步扩大访问。OpenAI 已在内部将该模式用于事件响应,并计划将速度作为新的定价杠杆。

  8. TechCrunch:AI59

    新预测若成真,超大规模云厂商拥抱天然气或成憾事

    能源研究机构Noreva警告,随着超大规模云厂商需求激增、供应增长放缓及液化天然气出口上升,美国部分地区天然气价格未来数年可能上涨两倍,突破每百万英热单位10美元。Meta、微软、谷歌和亚马逊已分别宣布在路易斯安那州或得克萨斯州建设吉瓦级天然气电厂。燃料约占大型电厂发电成本一半,气价翻倍或三倍将推高“自带电力”AI数据中心的运营成本,进而可能抬高token成本。

  9. IT之家·人工智能62

    SK 集团会长崔泰源:存储涨价太快致歉,2027 年短缺最严重,苹果也受影响

    SK 集团会长崔泰源称存储芯片“价格涨得太快”并致歉,预计 2027 年短缺最严重、2028 年扩产产能才能大规模投入市场。SK 海力士正投资 7,200 亿美元建设全球最大存储芯片工厂网络,目标到 2034 年产能提升至当前三倍,并计划五年内将产能翻倍。据 Counterpoint Research 数据,2026 年第一季度 SK 海力士在全球 HBM 市场占有 58% 份额。

  10. IT之家·人工智能44

    消息称英伟达下一代 GPU“Feynman”将采用台积电 A16 制程

    据《电子时报》报道,英伟达正将研发与供应链资源转向下一代 GPU 产品“Feynman”。该平台预计采用台积电 2nm 制程升级版 A16,并提高 SoIC 3D 堆叠技术导入,搭配定制 HBM 和共封装光学(CPO)。相比 Rubin 的多颗小芯片与 HBM 整合,Feynman 将朝向 3D 小芯片与 SoIC 方向发展。

  11. IT之家·人工智能46

    闪迪计划 2027 年提供 HBF 样品,2028 年量产

    闪迪在投资者会议上公布 HBF(高带宽闪存)进展,已完成首款产品流片,预计 2027 年提供初始样品、2028 年量产。HBF 结合 HBM 级读取带宽并实现 8-16 倍容量,内部数据显示运行 AI 大模型时可用 4 块 GPU 达到 HBM 系统 8 块 GPU 的 Token 输出量。第一版 HBF 最高支持 512GB 容量,提供三个带宽等级(0.4TB/s 至 3.0TB/s)。

  12. Cursor Blog51

    Firetiger 团队加入 Cursor

    Firetiger 团队正式加入 Cursor。该公司构建面向生产环境的智能体,可监控发布、捕获回归、调查事件并将发现反馈给编码智能体。Firetiger 由 Rustam Lalkaka 和 Achille Roussel 于 2024 年创立,此前曾在 Cloudflare、Twitch、Segment 和 Twilio 构建大型生产系统。

  13. TechCrunch:AI54

    Writer 发布新旗舰模型 Palmyra X6 并升级智能体框架以控制 token 成本

    Writer 周四推出新旗舰模型 Palmyra X6,基于 Z.ai 开源模型 GLM-5.2 构建,结合框架基础设施升级,预计可为客户在基础任务上削减高达 50% 的成本。该公司同时发布标准智能体框架的重大升级,两项功能即日起对客户开放。Writer 研究显示,框架效率优化比模型选择更能可靠降低成本,测试中成本平均下降 40%。

  14. Artificial Analysis60

    Artificial Analysis 推出 Optima 平台,用户可基于自有数据或用例创建自定义基准,一键在主流模型上运行并对比性能、速度与成本效率。Optima 支持上传数据集、导入 agent traces 或描述用例自动构建基准,并沿用 AA 的成对评判方法。新用户限时获赠 $10 额度,可寻找同等性能但成本或耗时低 10 倍的替代模型。

    引用Artificial Analysis@ArtificialAnlys

    We’re launching Optima. Now anyone can create a custom benchmark for their use case, leveraging Artificial Analysis’ leading research and platform Building and running benchmarks is difficult. We have distilled Artificial Analysis’ research and experience developing benchmarks into Optima, a new platform for benchmarking models on your own workloads and comparing performance, speed and cost efficiency. Optima allows you to find the best model for your task, or an equally performant alternative to your current setup at 10x lower cost or time per task. We’ve integrated Artificial Analysis' research and experience in benchmarks across the Optima workflow: ➤ Build benchmarks based on your own data and use cases: There are three ways to build a benchmark with Optima. Upload an existing evaluation dataset from your own files or @huggingface, or import agent traces from platforms including @arizeai, @braintrust and @langfuse. Install the Optima skill to build a benchmark using context from your coding environment and previous sessions. Or simply describe your use case and provide example inputs and outputs, and Optima will build the benchmark for you ➤ Run across the latest models: Run the same benchmark across leading models in a single click, and keep your leaderboard up to date as soon as new models are released ➤ Bring Artificial Analysis grading to your own benchmark: Evaluate responses against objective rubric criteria or using the same pairwise judging approach used for Artificial Analysis benchmarks including GDPval-AA and AA-Briefcase. For pairwise judging, select your preferred responses from a sample and Optima uses those preferences to rank models across your test set ➤ Compare performance, cost and time efficiency: Optima measures more than model performance. Cost per Task and Time per Task are tracked alongside benchmark scores, with category-level results and support for custom metrics, allowing you to compare the tradeoffs between models for your specific use case Ahead of launch, here are examples questions our beta testers answered with Optima: ➤ Which model can save me 10x the cost without a meaningful decrease in quality for my finance & accounting agent? ➤ Which model best matches the writing style of lawyers for my legal agent? ➤ Which model can best identify different elements in my custom image dataset? Optima is available today. Build your own benchmark at https://artificialanalysis.ai/optima

  15. Claude:Blog55

    Anthropic 如何在 Slack 中用 Claude Tag 部署自助式数据分析智能体

    Anthropic 数据团队将 Claude Tag(公开测试版)作为 Slack 中数据分析智能体的基础,让非分析师也能用受治理的语义层提问并获得答案。团队分享了五项关键经验:将技能文件视为持续刷新的内容、为智能体配备预测/留存/漏斗等分析技能、接入内部知识索引而非仅连接数仓,并强调权限、数据新鲜度与可观测性的设计。

  16. Elon Musk41

    𝕏 再次开源 For You 推荐算法,Elon Musk 称正主动寻求批评以提升推荐公平性与质量。Grok 通读全部 370,523 行代码后总结:算法按预测用户行为加权计分,复制链接分享 +20、回复 +5、点赞仅 +0.5,举报 −234、屏蔽 −58.8;同作者第二篇帖子权重 ×0.625,未关注者帖子 ×0.75。

    引用Dogan Ural@doganuraldesign

    𝕏 just open-sourced the For You algorithm again! Grok Bot read all 370,523 lines of the code. Here’s the summary: Grok does not give your post a “quality” score. For every reader, it guesses what that person will do to your post. Then it multiplies each guess by a weight and adds them up. That total is the value of the post. Highest total goes highest in For You. These are the production weights (last synced 12 Aug 2026). WHAT THE ALGORITHM PAYS FOR If Grok thinks a reader will: • copy the link and share it: +20 • reply, on an original post, and you follow each other: +20 (5 + 15 extra) • quote: +5 • reply (anyone): +5 • share via DM: +5 • follow you from the post: +4 • hit the share button: +2 • repost: +1 • like: +0.5 • click the post: +0.4 • open a link: +0.2 • expand a photo, open a video, or watch a “quality” video: +0.05 each • click a quoted post: +0.05 • keep reading (dwell time): +0.004 • “dwell” as yes/no: +0 • click your profile: +0 A like is 0.5. Copying the link is 20. That is 40 likes. A normal reply is 10 likes. A follow is 8 likes. Clicking your profile is worth nothing. WHAT KILLS A POST If Grok thinks a reader will: • report it: −234 • mute you: −58.8 • hit “not interested”: −43.2 • block you: −31.2 • not dwell: −0.02 A report is about 468 likes in the other direction. A mute hurts more than a block. “Not interested” also hurts more than a block. AFTER THE SCORE, THREE MORE HAIRCUTS 1) Same-author penalty. Your 2nd post in that person’s feed is multiplied by 0.625. 3rd by ~0.44. It never goes below 0.25. Flooding one timeline is coded against. 2) The 25% tax. If they do not follow you: ×0.75. Same tax on replies and reposts even when they DO follow you. Originals from people they follow keep full weight. Replies and reposts are treated as weaker on purpose. 3) Similar-post shuffle. After scoring, a reranker (θ = 0.65) spreads similar posts apart. You can lose a few spots for looking like the post above you. HOW YOUR POST EVEN GETS IN THE ROOM For You is rebuilt every time someone opens it. About 35 posts make the feed. • They follow you: Thunder (a live store of recent posts from accounts they follow). Up to 1,200 candidates. • They don’t: Phoenix retrieval (Grok finds “nearby” posts) + SimClusters (Twitter’s 2020 interest clusters, still on). Up to 1,000 and 800. Then Grok scores all of them together. It does not care which door you came through, except for that ×0.75 tax. Your own posts never appear in your For You. Nothing older than 48 hours gets in. There is no “best of last week.” Small-account bump: under 1,000 followers, under 1,000 impressions, post under 24 hours old. One original can get lifted to position 15 or 16. Not the top. You still have to already be in the top 85% of the pile. Replies and reposts from accounts the reader does not follow are dropped before scoring. You cannot reply-guy your way into a stranger’s For You. FILTERS THAT CAN STILL KILL A HIGH SCORE Ranking and visibility are different machines. A post can score well and then get deleted from the feed. Followers (in-network) is milder: blocks, mutes, suspensions. NSFW often sits behind a warning instead of disappearing. Recommendations (out-of-network) are much harsher. Spam, “Do Not Amplify,” NSFW, compromised accounts, impersonation: followers can still see it, For You recommendations will drop it. Video only gets the tiny “quality view” credit if it is at least 10 seconds. THE LITTLE-KNOWN PARTS (this is the stuff people miss) • Scrolling is not a vote. Yes/no dwell is 0. Time spent barely moves the number (0.004). • Mute damages you more than block (−58.8 vs −31.2). • Copy-link is the single biggest positive. The share button is only +2. A repost is only +1. • The mutual-follow boost is originals only, not your replies. They shipped a bigger version in July and cut it after World Cup complaints (extra reply weight 20 → 15). • The Following tab is not this algorithm. Following is newest-first. • Grok, Gork, and an internal products account are hardcoded out of the in-network store. • Scores are cached for 3 hours because posts inside the model cannot “see” each other. That is why they can rank first and filter later. • Ads, Who to Follow (around slot 7), and prompts are mixed in after ranking. Grok does not score those. • The real Grok ranking model is a 2560-dimension, 8-layer transformer looking at 1,022 items of the reader’s history. They did not ship those model weights. The numbers above are the formula sitting on top of the predictions. • SimClusters is still a 2020 model (20M users, 145k clusters). Old Twitter code, still in the path. • Inferred gender and IP/geo are on as features for the model. Installed apps too. • Who to Follow shows about every 30 hours. Ads try to sit next to “safe” posts, with a minimum gap of 3 organic posts. WHAT TO DO • Write originals people want to reply to, quote, copy, and send to a friend. • Make the post itself worth following you for. • Talk with people who follow you back. A reply on your original from a mutual is 20, not 5. • Stay inside 48 hours. Recycle by posting something new. Old posts do not come back. • If you are small, post originals in the first 24 hours. Don’t expect slot 1. A bump around 15–16 is the actual gift. • Space your posts. The second one in the same feed is already worth 37.5% less. • If you post video, make it at least 10 seconds. WHAT NOT TO DO • Do not farm likes. They are almost decorative. • Do not farm profile visits. Weight is zero. • Do not farm “time on post.” Yes/no dwell is zero. • Do not use replies and reposts as a growth hack for strangers. Those are filtered out. Even for followers they get a 25% haircut. • Do not dump several posts in a row. • Do not bait reports, mutes, or “not interested.” One predicted report can erase a pile of predicted likes. • Do not lean on NSFW or spammy tricks for reach. • Recommendations will drop you even if your followers can still see it. • Do not wait a week and expect For You to revive the post.

  17. Cursor Blog65

    Cursor 推出 builds:云智能体启动速度提升至 3 倍

    Cursor 推出 builds 功能,在后台持续准备就绪的开发环境副本,让云智能体启动时无需从零搭建,响应速度最高提升 3 倍。内部环境启动快 10 倍,首个 token 生成快 3 倍;智能体始终从最近一次成功的 build 启动,依赖更新或安装脚本出错时不会影响运行。8 月 17 日起所有环境默认启用 builds,无需额外费用。

    推荐理由:把环境准备从每次会话冷启动改为后台持续快照,云代理长任务的启动成本和中断风险降低,为把更多工程流程交给自动代理提供了更可靠的运行基础。